ARROWHEAD WEALTH MANAGEMENT CORP.

ARROWHEAD WEALTH MANAGEMENT CORP. of MODESTO, CA is an SEC-registered investment adviser (CRD 171169). Regulatory assets under management: $30.8M.

Registration

• CRD: 171169
• Type: Registered investment adviser
• Location: 909 15TH ST, MODESTO, CA, 95354
• Phone: 415-850-3022
• Latest filing: 2026-03-10
• Regulatory AUM: $30.8M
• Non-discretionary AUM: $30.8M
• Clients: 2
• Accounts: 174

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171169 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search